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Showing 1 - 10 of 21 results for "Chatbot"

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... an automated process, plus a human process which reviews any sort of flagged information." Isterling said this is not a chatbot offering generic advice but a trusted, compliant digital financial adviser that responds in real-time, addressing the exact ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...

Where does the world's largest active manager say to invest?

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
Capital Group - which has US$2.7 trillion in equity assets under management - has identified three megatrends poised to upend industries and kick down the doors to fresh investment opportunities. The Californian headquartered investment manager, that's ...

The rising role and risks of generative AI

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
Generative AI, a rapidly advancing form of deep learning that mimics human output, also raises concerns about the verifiability of its results, UTS industry professor - emerging technology Nicholas Davis says. Appearing at the Stockbroker and Investment ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... and research agency The Nursery Research and Planning, found that 42% of younger investors aged 18-34 have used the AI chatbot for advice. The survey also revealed that about half (54%) of UK investors aged 65 and over believe that ChatGPT could be the ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... this included the BT Panorama Online Service Request Tracker, major upgrades to its app, and the introduction of the Blue chatbot. Rady says a major pillar of the plan to "aggressively compete" is further technological advancement, including exploring ...

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... now generate Centrelink schedules online, instead of calling a BT customer relations consultant," she said. "BT's chatbot Blue can virtually assist advisers and investors with a step-by-step guided journey on generating a new Centrelink schedule ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... information online, to save time, and we're continuously looking at how we can support them," Mather said. Meanwhile, BT's chatbot Blue, which earlier this year was made available on the BT Panorama mobile app, is also helping advisers save tie in finding ...

Technology coming for advice jobs

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
Rice Warner says technology is likely to forever alter how people expect to receive and pay for retirement advice. New insights from the research house suggest robo-advice is not the only channel through which the advice industry will be changed by ...

Raiz expands offshore

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
... it launched superannuation product, Raiz Invest Super, which had about $23.5 million of funds at the end of September. Chatbot Ashlee was also recently launched to help resolve simple customer queries. About than 175,000 Australians use the micro-investing ...
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